Advisors at this firm
Otto R
CFP®, EA
St. Louis, MO
Mindful Wealth
Mindful Wealth is an independent financial planning and investment advisory firm dedicated to helping individuals and families navigate financial complexity with clarity, confidence, and intention. We believe that financial planning is not simply about managing money; it is about helping people live meaningful lives aligned with their values, goals, and evolving circumstances. Money touches every aspect of life: career decisions, family relationships, health, geography, opportunity, and legacy. Yet traditional financial advice often focuses narrowly on investments or isolated transactions. At Mindful Wealth, we take a different approach. We view financial planning as an integrated, ongoing process that connects every financial decision to the broader story of a person’s life. Our work begins not with markets or products, but with people. We partner with clients during moments of transition, growth, uncertainty, and reinvention to help them make thoughtful financial decisions in an increasingly complex world.
Arielle T
CFP®
St. Louis, MO
Mindful Wealth
Arielle Tucker is a CFP® professional with four years of industry experience, currently serving as the principal advisor at Mindful Wealth in St. Louis, MO. Her prior experience includes roles at Connected Financial Planning, White Lighthouse Investment Management, and Intuit. She produces educational podcast and video content focused on cross-border financial topics and provides tax preparation and consulting services as an Enrolled Agent. Mindful Wealth serves individual clients, including high-net-worth individuals, and employer plan sponsors with tailored investment management and a variety of financial planning options. The firm primarily employs a passive investment approach using diversified portfolios of index mutual funds and ETFs, and it offers automated portfolio management through Schwab’s Institutional Intelligent Portfolios platform for eligible clients.